Annuities
I have an annuity account with 4 different annuities in it. How do I enter them so that they show the $ value? Thank you.
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1 Posted by dwg on 16 Sep, 2025 09:27 PM
Typically you would do something like create a security for each annuity and use a buy transaction to set them up if you are using an Investment account.
2 Posted by Sam Clarke on 17 Sep, 2025 05:40 PM
Thanks, but when I treat them as a security they do not show up in Portfolio View. ??
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Tuesday, September 16, 2025 at 05:27:18 PM EDT, dwg <[email blocked]> wrote:
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3 Posted by dwg on 17 Sep, 2025 11:16 PM
It sounds like there is no buy transactions for them in the Investment account.
4 Posted by Sam Clarke on 18 Sep, 2025 12:57 AM
I tried Buy and Trn. Neither will work.
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Wednesday, September 17, 2025 at 07:16:46 PM EDT, dwg <[email blocked]> wrote:
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5 Posted by dwg on 18 Sep, 2025 01:01 AM
You have to first create the security, then associate with the investment account.
Only after you did this will you be able to enter Investment type transactions.
Without any securities being associated with an account the only valid action type is XFR.
See the Knowledge Base article:
https://infinitekind.tenderapp.com/kb/investment-accounts/adding-securities
Maddy closed this discussion on 16 Oct, 2025 01:18 PM.